Pinterest is an AI-powered visual search and discovery platform, positioned at the intersection of search, social, and commerce. We offer a unique and differentiated experience that enables people to go from inspiration to action all on one consumer internet property.
$19.35
$1.21 (-5.89%)
Price from 21 days ago
Operating margin is thin at 7.58%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 15.8% YoY with margins expanding 2.6pp.
At 40x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
40.3x earnings, 10.2x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$4.37B
▲ +15.8% YoY
Net Income (TTM)
$334M
▼ -77.6% YoY
Op. Margin
6.29%
▲ +2.6pp YoY
ROIC
4.69%
▲ +2.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.21B
▲ +33.2% YoY
Op. Cash Flow (TTM)
$1.25B
▲ +33.1% YoY
Net Debt
-$94M
Net Cash Position
Cash & Equiv.
$1.30B
5Y CAGR: +20.1%
5Y CAGR: +155.8%
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